Financial advisors for real estate investors in Pennsylvania
Which financial advisor should I talk to about real estate investing in Pennsylvania?
For real estate investors in Pennsylvania, talk to a fee-only planner who counts your properties in the plan, even though they don't manage them. Many advisors only look at assets they can bill on, so ask about this early. Records to start with include Megan Kiesel of Livelihood LLC, Guilian DiLeonardo of Liberty One Wealth Advisors and Joe Ciliberti of Thayer Partners, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Megan Kiesel Livelihood LLC, Philadelphia Holds the CFP. Fees on file: one-time planning fee, hourly.
- Guilian DiLeonardo Liberty One Wealth Advisors, Philadelphia Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Joe Ciliberti Thayer Partners, LLC, Wyndmoor Holds the CFP. Fees on file: percentage of assets.
- Dave Rowan Rowan Financial LLC, Bethlehem Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Caleb Bogia-Curles Focused Founders Wealth Planning, MOUNT JOY Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Dillon Kenniston REWealth Financial Planning, Sinking Spring Holds the CFP. Fees on file: ongoing planning fee, flat fee or retainer.
How many fee-only financial advisors in Pennsylvania work with real estate investors?
The Wellspent public graph lists 31 fee-only advisors for real estate investors in Pennsylvania, at 11 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for real estate investors in Pennsylvania located?
Of the 31 fee-only advisors for real estate investors in Pennsylvania, 19 are in West Conshohocken, followed by 3 in Mechanicsburg and 2 in Philadelphia.
Plus 5 in other cities.
How do fee-only advisors for real estate investors in Pennsylvania charge?
The most common fee among fee-only advisors for real estate investors in Pennsylvania is a percentage of assets, used by 94% of the 31 with fees on file. Many use more than one: 74% charge fixed fees and 61% charge performance-based fees.
How much do fee-only financial advisors charge in Pennsylvania?
Fee-only financial advisors in Pennsylvania charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 29 Pennsylvania firms.
How much does a one-time financial plan cost in Pennsylvania?
A one-time financial plan from a fee-only firm in Pennsylvania has a median price of $1,695. We found this across the published prices of 27 Pennsylvania firms.
What credentials should a financial advisor for real estate investors have?
For real estate investors, look for the CFP. In Pennsylvania, 52% of the 31 advisors listed hold the CFP.
- CFP52% in Pennsylvania
- The CFP puts the properties in the wider plan.
How do Pennsylvania advisors for real estate investors compare with the rest of the US?
61% of fee-only advisors for real estate investors in Pennsylvania charge performance-based fees, compared with 15% of the 313 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Pennsylvania. Light bars are all US advisors for real estate investors.
Does Pennsylvania tax income on top of federal tax?
Yes. Pennsylvania has a state income tax, so a financial plan for a Pennsylvania resident should project it alongside federal tax.
Is there a local income tax in Pennsylvania?
Yes. In Pennsylvania, most municipalities add a local earned income tax.
What should I ask a financial advisor about real estate investing in Pennsylvania?
- How do you bill when most of my wealth is in property?
- How would you plan a sale, including a 1031 exchange?
- How much of my net worth should stay in real estate?
- How do you treat rental income in my retirement plan?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for real estate investors in Pennsylvania?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Megan Kiesel Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability. | Livelihood LLC | Philadelphia | CFP | One-time planning fee, Hourly |
| Dave Rowan | Rowan Financial LLC | Bethlehem | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Ryan Greiser | Opulus, LLC | Doylestown | CFP | Percentage of assets, Flat fee or retainer |
| Dillon Kenniston | REWealth Financial Planning | Sinking Spring | CFP | Ongoing planning fee, Flat fee or retainer |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Jason Mardinly | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| John Sion | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Lucile Steitz | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Ross Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Noah Rankin | Green Leaf Advisors | New Bethlehem | Not listed | Percentage of assets, One-time planning fee |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
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